Last modified by karimpirani on 2014/07/11 17:13
From version Icon 21.1 Icon
edited by karimpirani
on 2014/07/09 18:02
Change comment: Upload new image new reports option - for all reports.PNG
To version Icon 25.1 Icon
edited by karimpirani
on 2014/07/11 17:07
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1 1  A "Clients with No Assessments" Report allows you to evaluate the number of clients who do not have an assessment and thus still need their first assessment (e.g. CANS) assigned to them.
2 2  
3 3  
4 -__**CREATING A NEW CLIENTS WITH NO ASSESSMENTS REPORT**__
4 +===== __**CREATING A NEW CLIENTS WITH NO ASSESSMENTS REPORT**__ =====
5 5  
6 -
7 7  ~1. To create and run a Client with No Assessments report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.
8 8  
9 9  1.1 After the pull down menu appears, select the third option marked "Reports"
10 10  
11 -1.2 Of the many options available to you on the drop-down menu on the right, select the first option for "Saved and Named Reports"
10 +[[image:new reports option - for all reports.PNG]]
12 12  
13 -1.3 Select the "Personal Reports" tab under Saved and Named Reports
14 14  
15 -[[image:no assessments - 1.PNG||width="100%"]]
13 +2. Select the "Personal Reports" tab under Saved and Named Reports
16 16  
15 +2.1 Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon
17 17  
18 -2. Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon
19 -
20 20  [[image:no assessments - 2.PNG]]
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22 22  
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69 69  NOTE: if you want to delete the report you have created (or any report that is saved with an ID number), you can do so by selecting the report (causing it to highlight) and clicking on the "Delete Report" option represented by the red minus sign.
70 70  
71 71  
72 -[[image:Assessment Aging@aa 7.PNG]]
69 +[[image:new toolbar for all reports.PNG]]
73 73  
74 74  
75 -
76 76  __8. TOOLBAR OPTIONS__
77 77  
78 78  * Refresh: allows you to check for any new or updated reports
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81 81  * New Saved Personal Report: allows you to create a new report (see above)
82 82  * Delete Report: allows you to delete an existing report (see above)
83 83  * Copy: allows you to copy the exact report type and its parameters for future use
84 -* Run Report: allows you to run report and print out (see above)
80 +* Run Report: allows you to run report and print out (see above) and gives you options for immediate generation or email delivery\\
85 85  
82 +(((
86 86  
87 -__**UNDERSTANDING YOUR REPORT**__
84 +)))
88 88  
86 +===== __**UNDERSTANDING YOUR REPORT**__ =====
89 89  
90 -
91 91  Next, we will look at the report itself and the information it conveys. Please see the sample report below for reference purposes.
92 92  
93 93  [[image:no assessments - report.PNG||width="100%"]]
Icon new toolbar for all reports.PNG
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1 +XWiki.karimpirani
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